Aon Miller, financial advisor Chattanooga TN

Aon Miller

CRD Number: 3083225
Current Firm: Am Investment Strategies, LLC

Aon Miller (CRD# 3083225) is an Investment Advisor Representative working at Am Investment Strategies, LLC in Chattanooga, TN and has over 23 years of experience in the finance industry. Aon Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Am Investment Strategies, LLC Chattanooga, TN Oct 2012 - Current 9
Purshe Kaplan Sterling Investments, Inc. Albany, NY Nov 2012 - Apr 2013 < 1
Benjamin F Edwards & Co Chattanooga, TN Jul 2011 - Oct 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Aon D. Miller
Phone Number: 423-486-1888
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    630
    MILLIONS
  • Total Number of Accounts
    1,128
    ACCOUNTS
  • Average Account Value
    $558,686
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, CA, FL, GA, NY, SC, TN, TX

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